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    <title>Ubuntu: Installing Required Prerequisite Software for Magento CE 1.8 Magento EE 1.13 (or Later)</title>

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<h1>Upgrade Roadmap for Magento Community Edition (CE) 1.8 or 1.9</h1>

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<p>Magento recommends you upgrade your installation using the following guidelines in a <em>development or test environment</em>, separate from your existing production environment:</p>
<ol><li>Install Magento in a different directory:
<ul><li><em>Recommended</em>. Set up a new system (that is, another host) on which to install Magento.<br />
The system should be identical to, if not better than, your current system. The new system must meet the <a href="{{ site.m1xgdeurl }}/system-requirements.html" target="_blank">Magento system requirements</a>.</li>
<li>Install Magento in a new, empty root installation directory on the same server.</li></ul>
</li>
<li>In your current production environment:
<ol><li style="list-style-type:lower-alpha">Back up your Magento database.</li>
<li style="list-style-type:lower-alpha">Archive the file system.<br />
This includes the <tt>media</tt> directory and subdirectories; all extensions and customizations; and all custom themes.</li></ol>
</li>
<li>In the development or test environment:
<ol><li style="list-style-type:lower-alpha">Create a new, empty database instance.</li>
<li style="list-style-type:lower-alpha">Import the production database tables into the development database instance.</li>
<li style="list-style-type:lower-alpha">Copy your production <tt>media</tt> directory, extensions, themes, and other customizations to the development system.</li>
<li style="list-style-type:lower-alpha">Copy <tt>local.xml</tt> to <tt>[your Magento install dir]/app/etc</tt> and edit it if necessary to reference the production database instance.</li>
<li style="list-style-type:lower-alpha">In a web browser, go to your development system base URL.</li>
<li style="list-style-type:lower-alpha">Wait for upgrade scripts to run.</li>
<li style="list-style-type:lower-alpha">Verify the development system is now identical to the production system.<br />
If not, fix issues, retest, and upgrade again.</li></ol>
</li>
<li><em>Test the development system thoroughly</em>, including:
<ul><li>Verify all extensions, themes, and customizations work.</li>
<li>Place orders using all webstores and all payment methods.</li></ol>
<p>When you're ready to start your upgrade, see <a href="{{ site.m1xgdeurl }}/install/installing_upgrade_details.html">Upgrading to and Verifying Magento Community Edition 1.8 and Enterprise Edition 1.13 - Part 2</a>.</p>
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